Transfer and Delete a Pipeline

Purpose

To delete a pipeline and transfer the associated stages to another pipeline.

Endpoints

POST /settings/pipeline/actions/transfer?layout_id={layout_ID}

Request Details

Request URL

{api-domain}/crm/{version}/settings/pipeline/actions/transfer?layout_id={layout_id}

Header

Authorization: Zoho-oauthtoken <access_token>

Scope

scope=ZohoCRM.settings.pipeline.CREATE
(or)
scope=ZohoCRM.settings.pipeline.ALL

Parameters

layout_idstring, mandatory
The unique ID of the layout that the pipeline was created in.

Sample Request

Copiedcurl "https://www.zohoapis.com/crm/v4/settings/pipeline/actions/transfer?layout_id=3652397000000091023"
-X POST
-H "Authorization: Zoho-oauthtoken 1000.8cb99dxxxxxxxxxxxxx9be93.9b8xxxxxxxxxxxxxxxf"
-d "@input.json"

Request JSON

pipelineJSON object, mandatory
The IDs of the pipelines that you want to transfer the deals from and to, respectively. This object contains the following keys:
- from - string, mandatory - The ID of the pipeline you want to delete and transfer the associated deals from.
- to - string, mandatory - The ID of the pipeline you want to transfer deals to from another pipeline.
stagesJSON array, mandatory
The stages in the pipeline you want to map to the new one. This array contains the following keys:
- from - string, mandatory - The ID of the stage in the pipeline you want to delete.
- to - string, mandatory - The ID of the stage in the new pipeline you want to map the old one with.

Sample Input

Copied{
    "transfer_pipeline": [
        {
            "pipeline": {
                "from": "3652397000003712004",
                "to": "3652397000003097007"
            },
            "stages": [
                {
                    "from": "3652397000000006817",
                    "to": "3652397000000006819"
                }
            ]
        }
    ]
}

Possible Errors

MANDATORY_NOT_FOUNDHTTP 400
You have not included either the JSON object "pipeline" or the "stages" array in the input.
Resolution: Include the "pipeline" JSON object and the "stages" array with the required keys and their values.
INVALID_DATAHTTP 400
The ID of the layout is invalid.
Resolution: Provide a valid layout ID.
INVALID_DATAHTTP 400
Either the "from" or "to" ID is invalid in the input.
Resolution: Refer to the "details" key int he response for the API name of the invalid key, and provide a valid input.
REQUIRED_PARAM_MISSINGHTTP 400
You have not included the mandatory parameter "layout_id" in your request.
Resolution: Specify valid layout ID in the request.

Sample Response

Copied{
    "transfer_pipeline": [
        {
            "code": "SUCCESS",
            "details": {
                "job_id": "3652397000003737002"
            },
            "message": "transfer pipeline scheduled successfully",
            "status": "success"
        }
    ]
}